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Very experienced and specialized speakers to educate and work with you.

Upcoming Events​

GTAAN/GTAFN PD Webinars in May – Keep Informed about Important Topics

May 4, 2021

10:00 a.m. EDT, 8 hours

Full Day Tax Webinar

Multiple Speakers

May 11, 2021

12:00 p.m. EDT, 1.5 hours

Independence and Ethics

Topics covered:

  • Review key independence requirements in Code of Professional Conduct

  • Examples of common independence issues (Case Studies)

  • Assessing and documenting independence in assurance engagements

  • Assessing client integrity and ethics

Speaker: Marcus A. Guenther, MBA, CPA, CA of Focus HGK LLP

May 13, 2021

11:00 a.m. EDT, 3.5 hours

Tax Issues in Family Law Matters

This seminar will focus on the various tax issues that arise as a result of a divorce or separation.

Speaker: Alex Ghani, CPA, CA, CGA, CPA (Texas) Partner at CPA Solutions LLP

May 13, 2021

3:00 p.m. EDT, 3.5 hours

Top Issues in Property and Income Valuations for Family Law Matters

This seminar features in-depth current material dealing with the financial side of family law matters – business/asset valuations, liability valuations and income analyses.

Speaker: Melanie Russell, CPA, CA, CBV, CFE, CIM, CFF, ABV of Kalex Valuations Inc. 

May 18, 2021

11:00 a.m. EDT, 1 hour

Legal & Accounting Aspects of Earnouts

Earnout provisions are a useful tool in M&A agreements for allocating risk between purchasers and sellers and for incentivizing management to help their business succeed following a change of ownership. However, they can also lead to disputes: they ‘convert today’s disagreement over price to tomorrow’s litigation over outcome’. Given recent market disruptions caused by the COVID-19 pandemic and government responses, it is more important than ever to understand how earnout provisions work and how they may affect your clients. The panelists will discuss the legal and accounting aspects of earnout provisions as well as the role that professionals can play in advancing and resolving earnout disputes.

Speakers: Stephen Brown-Okruhlik, J.D. of McMillan LLP and Chris Polson, CPA, CMA, CFA, CBV, CFF of PwC

May 20, 2021

10:00 a.m. EDT, 2 hours

Board Governance and Process in Canada: A Refresher

This course is for directors, trustees, CEOs and corporate secretaries, as well as finance managers and executives who deal with boards.

This fast-paced two-hour seminar provides a refresher on key elements of practical board governance in Canada.  The content includes differing models of board structure and oversight, the changing meaning of corporate purpose, dysfunctional incentives and how to fix them, board administration and committees, and best practices.  Do you understand the agency versus entity approach to board governance?  Do you have questions about how to make board minutes more useful?  This course covers very broad issues as well as the administrivia involved in effective management of boards and governance processes.

Speaker: Jeffrey Sherman, FCPA, FCA, CEO of Terragram Investments Ltd. and CFO of Sun Residential REIT

May 27, 2021

12:00 p.m. EDT, 1 hour

Accountancy Was My Life: An Update on the Sale of a Successful Accounting Practice

Speakers: Peter Sevitt, CPA, CA and Adam Guyatt, CPA, CA, CFA, CBV, CFF, FVS of Grewal Guyatt LLP, Chartered Professional Accountants​

For a complete list of upcoming events, visit us at the        GTA Accountants and Finance Network.

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About Us

The itaxpartners Advantage

 

itaxpartners is a professional development program dedicated to providing a unique learning experience in the format of seminars, webinars, or interactive panel discussions. While the primary focus is tax we will also provide panel discussions and webinars for the clients we serve. Target subjects are in estate planning, trusts, succession planning, owner/manager issues, capital structures and real estate.

Our mission is to provide professionals and the clients/markets we serve with a unique opportunity to learn, network and connect.

Our goal is to provide practical, professional, focused and detailed knowledge for your practice, business, or family. There are many great educational formats; itaxpartners will follow a path based on our many years of experience and from input from our network of clients and professionals. One such path is to provide in-depth materials and practical examples / case studies focused on tax, estate planning and real estate for the professional. We will also create thought provoking sessions for the clients our professions serve. For some events, this practical learning experience will be followed by an informal networking event with a sponsor, piers, professionals and related service providers. Hence the rational for “partners” in itaxpartners! While we all have the need for continuing education, we will strive to go one step further and connect complementary professionals to assist in their business development. To do this, we will enlist sponsors and service providers our professions work with regularly.

 

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itaxpartners

221 - 3075 Fourteenth Avenue

Unionville, ON  L3R 0G9

905-946-0765 

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